The 529ABLE: The Low-Cost Alternative or Companion to a Special Needs Trust

The Webinar Education Program is an educational initiative led by Morgan’s Caring Connection, designed to equip families, professionals, and community partners with practical knowledge around long-term planning for individuals with disabilities.

Webinar Education Program
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The 529ABLE: The Low-Cost Alternative or Companion to a Special Needs Trust

In this practical webinar, Carrie Waters Schmidt, CFP®, founder of Equanimity Wealth Planning and Investing, explains how a 529ABLE account works and why it can be a powerful tool for individuals with disabilities and their families.

In this webinar, you will learn:

  • What a 529ABLE account is and who is eligible

  • What types of expenses can be paid from an ABLE account

  • How a 529ABLE account interacts with government benefits

  • When an ABLE account can complement or support a special needs trust

  • Step by step how to open a 529ABLE account and start using it

Who should attend:

  • Families who want to save money without risking government benefits

  • Caregivers looking for simpler and more affordable planning tools

  • Anyone exploring alternatives or additions to a special needs trust

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Partner & Community Collaboration

We actively collaborate with:
  • Nonprofits serving families and individuals with disabilities
  • Community organizations and service providers
  • Professional partners aligned with our mission

If your organization would like to co-promote a webinar, suggest a topic, or present, we welcome collaboration.

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